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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,345 | $203,483-83.1% | $152,473-77.5% | $167,536-79.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.2%-28.2pp | 82.1%-32.1pp |
| Annual return | 17.39% | 13.80%+3.6pp | 757.59%-740.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,018 | $6,711-40.1% | $5,817-30.9% | $6,342-36.7% |
| Admin fee / account holder | $127 | $22,521-99.4% | $15,811-99.2% | $12,315-99.0% |